6. Edit LineChart using Designer.
7. Insert a new Chart report item from the Toolbox.

8. Double click on the chart area to open the field editor, add the following fields as specified.

Field

Drop area

Year, MonthOfYearId

Category

ItemGroupId

Series

Qty

Data

9. Next, you can improve the aesthetics of the chart, as it pleases, by updating different chart properties available out of the box in Visual Studio.
10. Save, build and deploy the report.
11. Create an output menu item and bind it with the SSRS report.

12. Add menu item to Sales and marketing > Reports > Sales orders > Item sales history.
13. You should be able to see the report in the Report viewer.

5. Add new Report MAKTopProductsSold to the Project node in the Solution Explorer.
6. Add new Precision Design to the Designs node of the report.
7. Right click the precision design and click Edit Using Designer.
8. Drag Chart from the Toolbox.
9. Set Chart axes properties appropriately to show Products on the X-Axis and Quantity on the Y-Axis.

10. Improve formatting of the chart using some professional intellect 🙂
11. Deploy the report to the Report Server using Microsoft Dynamics AX 2012 Management Shell.

12. Create a new controller class MAKTopProductsSoldController and give the following definition for the main method:

In this post we’ll learn how to add a drill through action URL to a field in an SSRS report. The focus will be more towards exploring drill through action URL rather than developing SSRS report. We’ll be using an RDP report with precision design to demonstrate the development.

Let’s say we have a requirement to open HcmWorker form when user clicks on the Name of the worker in the SSRS report. Before adding the drill through URL our simple report looks like below showing list of workers:

To add the drill through URL to open HcmWorker form on clicking Name field on the report, please follow the development steps below:

1. Open the Visual Studio project of the report.
2. Go to Application Explorer > Visual Studio Projects > C Sharp Projects > SRSDrillThroughCommon.
3. Right click and Edit the project. A project node for SRSDrillThroughCommon will be added in the Solution Explorer.

4. Open DrillThroughCommonHelper.cs and search for the pre-built drill through method to open HcmWorker form.

5. Expand HRM Helpers region. You’ll find a method ToHcmWorker(). We’ll be referring to this method in a while.

6. Now add a data method to the report drillHcmWorker. This will add a BusinessLogic project to the Solution Explorer.

13. Change the font color to Blue.
14. Access properties of MAKHcmWorker.BusinessLogic project. Set Deploy to Client to Yes.
15. Access properties of SRSDrillThroughCommon project. Set Deploy to Client to Yes.
16. Build and Deploy the report.

We are good to run the report to see the drill through URL in action 🙂

In this post we’ll learn how to build multi-select lookup for SSRS report dialog. We’ll create an RDP report with an AutoDesign layout. Controller will be used to run the report. An output menu item will be created to point to the controller class. Each AOT element involved will be described in detail. You can guess the complexity of this development task by looking at the AOT elements required for it:

In this post we’ll learn how to add report parameter and show it in the report dialog for a Query based SSRS report. Please follow the development steps below to achieve it:

1. Create an AOT Query MAKCustTable.
2. Drag CustTable table to the Data Sources node of the query.
3. Set Dynamic property to Yes on the Fields node to add all the fields available in the table quickly.
4. Keep the following fields only and remove others. Then set Dynamic property to No.

5. Open Visual Studio to create a new Project of type Report Model using Microsoft Dynamics AX installed template.
6. Add report to the project MAKParametersReport.
7. Add Dataset to the report and choose the query MAKCustTable we have just created.

8. Drag the dataset MAKCustTable to the Designs node. This will create an AutoDesign layout and Table control with fields added.

9. Now Build and Deploy the report from Visual Studio.
10. After successful deployment, you should find MAKParametersReport in the AOT > SSRS Reports
11. Create an output menu item for the newly created SSRS report.
12. Open the report using menu item.

13. By default, Customer account is the only report parameter in the dialog.
14. Now to add more report parameters, update the AOT query MAKCustTable to have the following ranges added:

15. Back in Visual Studio, refresh the dataset.

16. Save, Build and Deploy the report again from Visual Studio.
17. To see the changes, open the report using the existing output menu item.

For your information, the MAKCustTable_DynamicParameter collectively holds all the ranges defined in the Dataset’s query. Make sure its properties are set as shown here:

Prerequisites:

In this post we’ll learn how to create data visualization in SSRS report using Pie or Doughnut chart. We’ll be creating a query based AutoDesign report. This is how our report will look like at the end after following the mentioned development steps:

Steps:

1. Create a new Query in the AOT. Name it as PKTCustomerDetails.
2. Add CustTable table to the Data sources node of query.
3. On the Fields node of CustTable, set the Dynamic property to Yes. This will add all the table fields to Fields node.
4. Set the Dynamic property to No and then remove unwanted fields to make the query light and report efficient. This way we can add fields quickly 🙂

5. We are done with the query now. Let’s design report in Visual Studio.
6. Open Visual Studio and create a new project using Microsoft Dynamics AX installed template. Name it as PKTCustomerDetails.

7. Right click the project node in the Solution Explorer, click Add > Report. Rename the report to PKTCustomerDetails.
8. Add new Dataset to the report. Rename the dataset to PKTCustomerDetails.
9. Set the Query property of the dataset to the newly created AOT Query PKTCustomerDetails.

10. Select all the fields of the query.
11. Drag the newly added dataset to the Designs node. This will automatically an AutoDesign to the report. Moreover a table will also be added for the dataset having all the fields in the Data node.

12. Drag the CustGroup field from dataset to the Groupings node of the table to group data by CustGroup field.
13. Preview the report. Your report should look like below:

14. Now we’ll add Pie chart to our report to show total Customers per Customer Group.
15. Right click on the AutoDesign to add a Pie chart

16. Rearrange Pie chart so that it comes before table in the AutoDesign.
17. Drag AccountNum field from dataset to the Data node. Set its properties as shown below.

19. Drag CustGroup field to the Series node.
20. By now your report structure should look like as shown below.

21. You may preview the report now to see multiple data regions in action – Pie chart and table.
22. Now Build and Deploy the report from Visual Studio.

23. Go back to AX development workspace. PKTCustomerDetails report should be coming in AOT > SSRS Reports.
24. Create an Output menu item for the report PKTCustomerDetails.
25. We are good to view our report from within AX now by clicking the newly created output menu 🙂